See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,360-100.0% | $147,614-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 64.9%-64.9pp | 84.6%-84.6pp | 68.1%-68.1pp |
| Annual return | -1.10% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $909 | $2,126-57.2% | $5,564-83.7% | $1,882-51.7% |
| Participant deferral / active EE | $1,601 | $2,258-29.1% | $4,895-67.3% | $3,022-47.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |